Andy Wilson Financial Services Ltd was set up in 2011 by Andy Wilson, an experienced and well qualified financial adviser.
Andy was born and grew up in Lincoln and now has over 37 years’ experience in financial services. After initially joining the Halifax Building Society in 1980, in 1987 he joined a well known and respected Independent Financial Adviser company in Lincoln, where he successfully managed the mortgage department for many years.
Andy was a Director of the company, and developed a sound proposition for the provision of quality advice in the growing Equity Release market.
Andy also holds nationally recognised professional qualifications including:
- The Personal Finance Society’s Diploma in Financial Planning
- The Chartered Institute of Bankers Associateship qualification
- The Institute of Financial Services Certificates in Mortgages
- The Institute of Financial Services Certificates in Regulated Equity Release
Andy is committed to providing sound financial services and solutions, responsibly, with integrity, to help his clients enjoy a secure financial future. He will continue to build on his wealth of experience providing advice in Equity Release, Mortgages and Life Protection.
Working alongside Andy is his wife Tina who is a co-Director. Tina handles much of the administration of the business and is involved with keeping clients informed of the progress of their case and dealing with mortgage lenders, product providers, solicitors and estate agents.